Hackathon-ready fintech operations platform for cashflow visibility, AI analysis, invoice collection, and voice call automation.

Float is a full-stack AI CFO app built for small businesses that need help with:

• cashflow forecasting
• payroll risk awareness
• overdue invoice collections
• incident tracking + AI learnings
• conversational finance support

It combines a React frontend with Supabase (Auth, Postgres, Realtime, Edge Functions) and an AI + voice automation stack (Claude, Twilio, ElevenLabs).

• End-to-end product flow: auth -> onboarding -> dashboard -> AI chat -> calls -> incidents
• Real AI features running in Supabase Edge Functions (Claude-powered)
• Voice collections workflow via Twilio + ElevenLabs
• Demo fallback mode so the app still feels complete without production data
• Clean frontend structure (React + Tailwind + shadcn/Radix)
• Easy local startup (npm install && npm run dev)

• KPI cards (balance, payroll coverage, outstanding invoices, runway)
• Cashflow projection chart
• Invoice table and invoice PDF generation
• Smart Chase (AI ranking of debtors to prioritize)
• Weekly Digest (AI-generated financial summary)

• Streaming chat UI powered by Supabase Edge Function chat
• Claude-backed responses with account context
• Pulls learnings from incidents + call history into assistant context
• Demo fallback chat content if no account/chat data exists
• Chat-initiated debt collection call runs (bulk debtor calling intent)

• Overdue invoice call queue
• Single-call and bulk call initiation
• Live/realtime call history updates
• Call outcomes, transcripts, status, and duration review

• Incident timeline and severity tracking
• AI learnings display
• Operational context around cashflow/payroll issues

• Business profile and finance settings
• Payroll and integration status controls

• src/pages/ -> route-level screens (Dashboard, Chat, Calls, Incidents, Settings, Auth, Onboarding)
• src/components/dashboard/ -> dashboard widgets (KPI cards, cashflow chart, weekly digest, smart chase, invoice table)
• src/components/ui/ -> reusable UI primitives (shadcn/Radix-based)
• src/hooks/ -> auth/account/toast/mobile hooks
• src/integrations/supabase/ -> typed Supabase client + generated DB types
• src/lib/ -> formatting, demo content/data helpers

• supabase/functions/chat -> Claude streaming assistant
• supabase/functions/_shared/claude.ts -> shared Claude client + SSE adapter + JSON parsing helpers
• supabase/functions/analyze-anomalies -> AI anomaly detection on transactions
• supabase/functions/smart-chase -> AI debtor prioritization
• supabase/functions/weekly-digest -> AI weekly finance digest
• supabase/functions/extract-invoice -> AI invoice field extraction (PDF/image)
• supabase/functions/make-call -> Twilio outbound call initiation
• supabase/functions/twilio-media-stream -> Twilio <-> ElevenLabs audio bridge
• supabase/functions/twilio-status-callback -> call status sync
• supabase/functions/send-payment-link / process-card-payment -> collections payment workflows
• supabase/functions/monzo-webhook -> transaction ingestion hooks

Core tables used by the app include:

• accounts
• transactions
• invoices
• calls
• chat_messages
• incidents
• ai_insights
• cashflow_projections

Realtime is actively used for parts of the UX (e.g. calls/invoices/incidents/insights).

• React 18 + TypeScript
• Vite
• React Router
• Tailwind CSS
• Radix UI / shadcn patterns
• Recharts
• React Query

• Supabase (Auth, Postgres, Realtime, Edge Functions)
• Supabase CLI

• Anthropic Claude (Edge Functions)
• Twilio (voice calls)
• ElevenLabs (voice agent + TTS)
• Stripe (payments)

src/
  components/
    dashboard/
    ui/
  hooks/
  integrations/supabase/
  lib/
  pages/
supabase/
  config.toml
  migrations/
  functions/
    _shared/claude.ts
    chat/
    analyze-anomalies/
    smart-chase/
    weekly-digest/
    extract-invoice/
    generate-invoice-pdf/
    make-call/
    twilio-media-stream/
    twilio-status-callback/
    elevenlabs-conversation-token/
    tts-audio/
    process-card-payment/
    send-payment-link/
    monzo-webhook/
Hackathon Challenges intigrations/
  Claude.md
  Elevenlabs.md
  Lovable.md
  Stripe.md
  Susquehanna.md
  incident.md

• Node.js 18+
• npm
• Supabase CLI (optional but recommended for functions/migrations)

npm install
npm run dev

Vite dev server runs on:

• http://localhost:8080

npm run dev
npm run build
npm run preview
npm run lint
npm run test

Required:

• VITE_SUPABASE_URL
• VITE_SUPABASE_PUBLISHABLE_KEY
• VITE_SUPABASE_PROJECT_ID

Optional:

• VITE_ELEVENLABS_AGENT_ID (fallback exists in code)

Example:

VITE_SUPABASE_PROJECT_ID="your-project-ref"
VITE_SUPABASE_PUBLISHABLE_KEY="sb_publishable_..."
VITE_SUPABASE_URL="https://<project-ref>.supabase.co"

• ANTHROPIC_API_KEY (required)
• ANTHROPIC_MODEL (optional, defaults to claude-sonnet-4-5)
• ANTHROPIC_VERSION (optional, defaults to 2023-06-01)

• TWILIO_ACCOUNT_SID
• TWILIO_AUTH_TOKEN
• TWILIO_PHONE_NUMBER
• ELEVENLABS_API_KEY
• ELEVENLABS_AGENT_ID (optional fallback exists)

• STRIPE_SECRET_KEY
• APP_BASE_URL or FRONTEND_URL
• EMAIL_PROVIDER (resend or sendgrid)
• EMAIL_FROM
• RESEND_API_KEY (if using Resend)
• SENDGRID_API_KEY (if using SendGrid)

• SUPABASE_URL
• SUPABASE_ANON_KEY
• SUPABASE_SERVICE_ROLE_KEY

supabase link --project-ref <your-project-ref>

This repo is currently configured in supabase/config.toml with:

• cchznuyuomvcpftqtmnw

supabase db push --linked -p "<db-password>"

supabase secrets set --project-ref <your-project-ref> \
  ANTHROPIC_API_KEY="..." \
  ANTHROPIC_MODEL="claude-sonnet-4-5" \
  ELEVENLABS_API_KEY="..." \
  TWILIO_ACCOUNT_SID="..." \
  TWILIO_AUTH_TOKEN="..." \
  TWILIO_PHONE_NUMBER="..." \
  STRIPE_SECRET_KEY="..."

Deploy all:

supabase functions deploy --project-ref <your-project-ref> --use-api

Or deploy core AI functions only:

supabase functions deploy chat smart-chase weekly-digest analyze-anomalies extract-invoice --project-ref <your-project-ref>

• chat -> Claude-powered streaming assistant with incident + call context memory
• smart-chase -> Claude ranks overdue/unpaid invoices by chase priority
• weekly-digest -> Claude generates executive finance summary JSON
• analyze-anomalies -> Claude detects unusual transaction patterns and writes AI insights
• extract-invoice -> Claude extracts invoice fields from uploaded docs (PDF/images)

1. User triggers calls from /calls or via AI chat intent
2. make-call creates Twilio outbound call
3. Twilio streams audio to twilio-media-stream
4. ElevenLabs conversational agent handles live voice interaction
5. twilio-status-callback updates call outcome/duration
6. Call records become visible in realtime on /calls

• Some UI areas still include hardcoded visual styles tuned for the current light-first design.
• Voice calling requires real Twilio + ElevenLabs credentials and reachable Supabase functions.
• Large production bundles are currently generated (Vite build warns about chunk size).
• Supabase function auth settings in supabase/config.toml intentionally disable JWT verification for several endpoints; review before production hardening.

• Do not store real API keys in git or plaintext docs.
• Use supabase secrets set for all server-side credentials.
• If a key was ever pasted into chat/logs, rotate it before production/demo day.

Hackathon project codebase for Float AI CFO prototype. Add your final license here before public release.